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smccann
New Member

Sharing Logic of Report Only

This may be a little unique and maybe not possible with PowerBI. At my company, we are working on rolling out a new service to help clients analyze their indivual big data related to their account. What I have done with Tableau is create pre-defined reports where I create the report view and logic for relationships between tables. The customer then receives just the logic for the report that they can load and connect to their individual big data that I can guarantee is in the same format as the data I built it upon. 

 

Question is, is there any capability within PowerBi to only share the logic of the report so that a client can connect to their own data source?

1 ACCEPTED SOLUTION
v-yuezhe-msft
Microsoft
Microsoft

@smccann,

In Power BI Desktop, you can create a Power BI report template(PBIT) with data source parameter. 

The Power BI Report Template contains the definition of the Report (pages, visuals, etc.), Data Model definition (schema, relationships, measures, etc.) and Queries definition (collection of queries, including Query Parameters, etc.). Other customers can instantiate your template by double-clicking on the PBIT file, or by using the “File –> Import –> Power BI Template” path.

For more details, please review the following blog and similar thread.

https://powerbi.microsoft.com/en-us/blog/deep-dive-into-query-parameters-and-power-bi-templates/
https://community.powerbi.com/t5/Desktop/How-to-create-a-template-with-a-different-data-source-every...

Regards,
Lydia Zhang

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-yuezhe-msft
Microsoft
Microsoft

@smccann,

In Power BI Desktop, you can create a Power BI report template(PBIT) with data source parameter. 

The Power BI Report Template contains the definition of the Report (pages, visuals, etc.), Data Model definition (schema, relationships, measures, etc.) and Queries definition (collection of queries, including Query Parameters, etc.). Other customers can instantiate your template by double-clicking on the PBIT file, or by using the “File –> Import –> Power BI Template” path.

For more details, please review the following blog and similar thread.

https://powerbi.microsoft.com/en-us/blog/deep-dive-into-query-parameters-and-power-bi-templates/
https://community.powerbi.com/t5/Desktop/How-to-create-a-template-with-a-different-data-source-every...

Regards,
Lydia Zhang

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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